fits cognos reporting manual new cognos link

FITS COGNOS REPORTING MANUAL

NEW COGNOS LINK

http://cognos.yumnet.com/crn/

ReportNet Overview

Public Folders contains the FITS Reports.

My Folders contains user created reports. These reports are only visible to the user. Copies of the reports can be saved here too. More details are provided later in the manual.

FITS Reports

Click FITS Reports link

Click FITS Reports link

A list of FITS Reports

Reports Description

Country Plan, Fcast,Act Closures by Period Used to compare Closure pipeline, AOP and “Best Guess” outlook

Country Plan, Fcast,Act Gross Openings by Period Used to compare Gross Opening pipeline, AOP and “Best Guess” outlook

Country Plan, Fcast,Act Relocations by Period Used to compare Relocation pipeline, AOP and “Best Guess” Outlook

Country Plan, Fcast,Act Remodels by Period Used to compare Remodel pipeline, AOP and “Best Guess” outlook

Pipeline Counts–Closures Used to view the count of projects at each milestone for Closures

Pipeline Counts–New Builds & Relocations Used to view the count of projects at each milestone for New and Relocation projects

Pipeline Counts–Remodels Used to view the count of project at each milestone for Remodel projects

Project Listing-Closures Used to view the milestone forecast information for Closure projects

Project Listing-Openings Used to view the milestone forecast information for Opening projects

Project Listing-Remodels Used to view the milestone forecast information for Remodel projects

YTD Closures sorted by Period Used to view a listing of Actual Closures YTD

YTD Gross Openings sorted by Period Used to view a listing of Gross Openings YTD

YTD Closures Summary (BMU) Used to view a summary of Closure counts for each BMU

YTD Gross Openings Summary (BMU) Used to view a summary of Gross Openings counts for each BMU

FITS Reports (Con’t)

New Report View Wizard allows you to save a copy of the report to another folder such as

My Folders.

Click on Icon

Name the report

Add a description (optional)

Choose Location

Click Finish

Schedule allows you to schedule reports.

FITS reports are found in Public Folders.

Run report: Click report itself or blue arrow. The following slide will give introduction on the difference between clicking report itself and blue arrow.

.

Notes:

• You should always use New Report View Wizard to save all your reports to My Folders, instead of running in public folder directly. The reasons are

It allows you to schedule your own reports

It gives you more choices to manipulate your reports

• If you want, you can still run reports in Public Folders directly as described in item 4 below.

• Save report to My Folders using New Report View Wizard

• Set Report Properties• Run/Schedule Reports• View Reports

Notes: The first 2 steps are just one-time actions for the first time you use a particular report.

Run report in My Folders

Click Finish button to accept the above update and close the wizard

If you want to stop proceeding, You can click Cancel button.

Specify report Name that you want to be showed in

My Folders. The name must be unique.

Click Radio Box beside My Folders.

New Report View Wizard

Set Properties of report in My Folders

Click Properties button

Specify default report Output Format. You may use PDF

or Excel 2000 frequently. But I would suggest using PDF

as default.

Set default Prompt values and deselect Prompt for

values. This allows you to save the specific set of

data you would like to see in the report.

Click OK to save above selections. Cancel to ignore all

the selections and go back to My Folders

Set Properties of report in My Folders (Con’t)

Run Report

Click Blue Arrow to run report

Run Report (Con’t)

Select one of the Deliver choices.

Click Run to run report based on the selection that you

made. Cancel will ignore the selection and go back to My

Folders

Schedule Report

Schedule Report

Schedule Report (Con’t)

Set Frequency of execution of reports

Set the Start and End date/time for this schedule. End date/time is set as No End

Date as default

Set Delivery Methods

Clicking OK to accept above selection to set up a schedule, Cancel will ignore all

selection and go back to My Folders.

.

View Report

View report,

This button will not appear until you run report or scheduled report is executed

View Report (Con’t)

Click this link to view report

Miscellaneous features in My Folders

Different layout of view on web page Create folder in My Folders so

that you can organize report by year, bmu,minibmu, country,etc.

One of useful functions inside is that you can copy report and give different name

• These reports contain the detailed milestone forecasts for the projects which are selected– There are separate reports for Openings,

Closures, and Remodels– These reports can be used to guide team

meetings to discuss project planning

“Project Listing” Reports

Example of Project Listing-Closures Prompts

Select BMU(s).

Click Select all to select all BMUs, Click Deselect all to deselect all BMUs that have been selected previously.

If you want to select only several BMUs, You can use Shift+Click or Ctrl+Click.

Click the Next> button to go to next page.

If you want to stop proceeding, You can click Cancel button.

Example of Project Listing-Closures Prompts (Con’t)

Select MiniBMU(s).

Click Select all to select all MiniBMUs, Click Deselect all to deselect all MiniBMUs that have been selected previously.

If you want to select only several MiniBMUs, You can use Shift+Click or Ctrl+Click.

Click the Next> button to go to next page.

Click the <Back button to go back the previous page to reselect BMU

If you want to stop proceeding, You can click Cancel button.

Example of Project Listing-Closures Prompts (Con’t)

Select Country(s).

Under list box, Click Select all to select all Countries, Click Deselect all to deselect all Countries that have been selected previously.

If you want to select part of Countries, You can use Shift+Click or Ctrl+Click.

Click the Next> button to go to next page.

Click the <Back button to go back the previous page to reselect BMU

If you want to stop proceeding, You can click Cancel button.

Example of Project Listing-Closures Prompts (Con’t)

Click Finish button to view the report result

Click the <Back button to go back the previous page to reselect

BMU

If you want to stop proceeding, You can click Cancel button.

Select Brand(s).

Select Facility Type(s)

Select Development Manager(s)

Select Current MileStone(s)

Select Fiscal Year of the forecasted closure date.

For all above selection, Under list box, Click Select all to select all items, Click Deselect all to deselect all items that have been selected previously.

If you want to select part of listed items, You can use Shift+Click or Ctrl+Click.

Example of Project Listing-Closures Report Results

Save copy of report to local disk

Print report

Data from Fits as of

Send Report by email.

View in PDF format.

View in Excel2000 format

Return to Report List.

Send report by email

Select recipients, This is just limited to your own security group.

Specify email address manually, for example, veronica.wang@yum.com

Specify the title of email

Write email letter

Types of attachments

Click OK to accept above selectionClick Cancel to ignore what you have done

View in PDF format

Data from Fits as of

View in Excel2000 format

This dialog box is the first screen you will see, make sure you always select open, instead of save

View in Excel2000 format (Con’t)

Then you will see this dialog box.Click Yes

View in Excel2000 format (Con’t)

Click Save As… to save report to your local disk

Click Print… to print the report

Click return to go back to report list (see below)

• These reports can be used to provide a snapshot of project counts at each milestone– It uses the “Current Milestone” to categorize the

projects in your pipeline– You can compare the movement of your pipeline

from month to month– There are separate “Pipeline Counts” reports for

Openings, Closures and Remodels

“Pipeline Counts” Reports

Example of Pipeline Counts-Closures Report Results

Data from Fits as of

• These reports can be used to compare the counts of projects for each period from your pipeline of actual projects, your AOP and your “Best Guess” outlook– The counts for the Actual YTD and “Pipeline” are calculated

using the individual data in FITS, for all projects with a completion forecast date in that particular period.

– The counts for the AOP and “Best Guess” lines are calculated using the data input by the Directors in the AOP Planning screen (not from any individual project data)

• You can chart your team’s actual YTD progress and pipeline strength against your targets and judge BOY risk by making on-going comparisons

“Plan, Forecast, Actuals by Period” Reports

Example of Country Plan, Fcast, Act Closures by Period Report Results

• These reports provide a pre-formatted report to show actual completed projects– Separate reports are available for

Openings, Closures and Remodels

“YTD Actuals” Reports

Example of YTD Closures sorted by Period Report Results

• These reports show summary counts for projects completed YTD, shown by BMU and brand– This report can be used for

Dallas/Louisville reporting

“YTD Actual Summary” Reports

Example of YTD Closure Summary (BMU) Report Results

Data from Fits as of